Cva Family Office, LLC
CIK Number: 0001802084
652.38M
Market Value
1,234
# of Holdings
10 months
Avg. Holding Period
38.22%
Win Rate
17.53%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab U.S. Div... | 25.71 | -0.41% | 2.3M | +195.35% | 62.79M | 25.29 | 9.94% |
| 2 | FNDF | Schwab Fundamen... | 37.11 | -0.3% | 773.21K | +0.96% | 25.68M | 28.84 | 4.07% |
| 3 | VGT | Vanguard Inform... | 559.58 | +1.84% | 39.74K | +6.35% | 24.71M | 405.52 | 3.91% |
| 4 | VOO | Vanguard 500 In... | 513.51 | +0.74% | 39.16K | -5.28% | 21.1M | 332.6 | 3.34% |
| 5 | IVV | iShares Core S&... | 561.31 | +0.60% | 34.44K | +1.26% | 20.27M | 375.76 | 3.21% |
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